Practice management

President Donald Trump
By Josh Wingrove and Mario Parker
March 30, 2020 10:27 AM

President Donald Trump said he wants to restore corporate tax deductions for business meals as restaurants reel from the impact of the coronavirus outbreak.

1 Min Read
Coronavirus remote work telecommuting
Andreas Rivera
March 27, 2020 2:55 PM

A conversation that all accounting firms and departments need to have, especially during times of viral epidemics and other public health crises, is how to keep the business running efficiently during these times.

4 Min Read
IRS-Building-light
IRS
Michael Cohn
March 27, 2020 11:04 AM

The Internal Revenue Service is shutting down its Practitioner Priority Service line, e-Services Help Desk, as well as the e-Services FIRE and AIR system help desks, until further notice, due to staff limitations amid the pandemic.

1 Min Read
Tapping into a HELOC can offer small business owners a way to bridge a short-term gap caused by vanishing revenue streams.
Kimberly Foss
March 27, 2020 11:02 AM

Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”

3 Min Read
Ed Slott
By Ed Slott
March 27, 2020 10:55 AM

The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.

6 Min Read
Ann Marsh
By Ann Marsh
March 26, 2020 6:15 PM

Too many advisors push clients “to do things, rather than listening and empathizing and inspiring them,” says the founder of the Kinder Institute for Life Planning.

7 Min Read
Nikhil Sharma of Capco
Nikhil Sharma
March 25, 2020 5:13 PM

Emulating traditional advisors, digital advisors are moving in the direction of planning offerings and advisor-client contact (albeit virtual).

2 Min Read
Schwab, Fidelity, TD Ameritrade, Pershing custody custodians saturation marketplace
Jessica Mathews
March 25, 2020 4:01 PM

The firm, which already closed 260 branches, now has 100% of its staff operating virtually.

2 Min Read
Breakfs for customers hurt by coronavirus pandemic
Laura Alix
March 25, 2020 2:56 PM

Many banks are offering low-interest loans to help consumers and small businesses withstand the economic shocks of the pandemic. Some are also doing away with ATM, overdraft and late fees because, as one CEO put it, that revenue “is not the most important thing right now.”

4 Min Read
FINRA finra headquarters Financial District Zuccotti Park regulation
Andrew Welsch
March 25, 2020 2:54 PM

The policy change may prompt more defendants to reach settlements, an attorney says.

2 Min Read